Carter & Carter Enterprises
Plan context: Carter & Carter Enterprises Inc. 401(K) Plan
EIN 52-1243624 • 8 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$1,861,801
2024 Contributions
$35,919
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 19 | $1,861,801 | $35,919 | $1,890iApproximate average salary by contribution assumption: employee only about $47,262 at 4% or $31,508 at 6%; with 50% employer match about $31,508 at 4% or $21,005 at 6%; with 100% employer match about $23,631 at 4% or $15,754 at 6%. |
| Carter & Carter Enterprises Inc. 401(K) Plan | - | 19 | $1,861,801 | $35,919 | $1,890iApproximate average salary by contribution assumption: employee only about $47,262 at 4% or $31,508 at 6%; with 50% employer match about $31,508 at 4% or $21,005 at 6%; with 100% employer match about $23,631 at 4% or $15,754 at 6%. |
| 2023 | 1 | 7 | $1,653,866 | $36,029 | $5,147iApproximate average salary by contribution assumption: employee only about $128,675 at 4% or $85,783 at 6%; with 50% employer match about $85,783 at 4% or $57,189 at 6%; with 100% employer match about $64,338 at 4% or $42,892 at 6%. |
| Carter & Carter Enterprises Inc. 401(K) Plan | - | 7 | $1,653,866 | $36,029 | $5,147iApproximate average salary by contribution assumption: employee only about $128,675 at 4% or $85,783 at 6%; with 50% employer match about $85,783 at 4% or $57,189 at 6%; with 100% employer match about $64,338 at 4% or $42,892 at 6%. |
| 2022 | 1 | 7 | $1,380,130 | $35,405 | $5,058iApproximate average salary by contribution assumption: employee only about $126,446 at 4% or $84,298 at 6%; with 50% employer match about $84,298 at 4% or $56,198 at 6%; with 100% employer match about $63,223 at 4% or $42,149 at 6%. |
| Carter & Carter Enterprises Inc. 401(K) Plan | - | 7 | $1,380,130 | $35,405 | $5,058iApproximate average salary by contribution assumption: employee only about $126,446 at 4% or $84,298 at 6%; with 50% employer match about $84,298 at 4% or $56,198 at 6%; with 100% employer match about $63,223 at 4% or $42,149 at 6%. |
| 2021 | 1 | 6 | $1,748,329 | $38,177 | $6,363iApproximate average salary by contribution assumption: employee only about $159,071 at 4% or $106,047 at 6%; with 50% employer match about $106,047 at 4% or $70,698 at 6%; with 100% employer match about $79,535 at 4% or $53,024 at 6%. |
| Carter & Carter Enterprises Inc. 401(K) Plan | - | 6 | $1,748,329 | $38,177 | $6,363iApproximate average salary by contribution assumption: employee only about $159,071 at 4% or $106,047 at 6%; with 50% employer match about $106,047 at 4% or $70,698 at 6%; with 100% employer match about $79,535 at 4% or $53,024 at 6%. |
| 2020 | 1 | 17 | $1,630,173 | $38,774 | $2,281iApproximate average salary by contribution assumption: employee only about $57,021 at 4% or $38,014 at 6%; with 50% employer match about $38,014 at 4% or $25,342 at 6%; with 100% employer match about $28,510 at 4% or $19,007 at 6%. |
| Carter & Carter Enterprises Inc. 401(K) Plan | - | 17 | $1,630,173 | $38,774 | $2,281iApproximate average salary by contribution assumption: employee only about $57,021 at 4% or $38,014 at 6%; with 50% employer match about $38,014 at 4% or $25,342 at 6%; with 100% employer match about $28,510 at 4% or $19,007 at 6%. |
| 2019 | 1 | 9 | $1,336,253 | $43,363 | $4,818iApproximate average salary by contribution assumption: employee only about $120,453 at 4% or $80,302 at 6%; with 50% employer match about $80,302 at 4% or $53,535 at 6%; with 100% employer match about $60,226 at 4% or $40,151 at 6%. |
| Carter & Carter Enterprises Inc. 401(K) Plan | - | 9 | $1,336,253 | $43,363 | $4,818iApproximate average salary by contribution assumption: employee only about $120,453 at 4% or $80,302 at 6%; with 50% employer match about $80,302 at 4% or $53,535 at 6%; with 100% employer match about $60,226 at 4% or $40,151 at 6%. |
| 2018 | 1 | 12 | $1,089,816 | $41,587 | $3,466iApproximate average salary by contribution assumption: employee only about $86,640 at 4% or $57,760 at 6%; with 50% employer match about $57,760 at 4% or $38,506 at 6%; with 100% employer match about $43,320 at 4% or $28,880 at 6%. |
| Carter & Carter Enterprises Inc. 401(K) Plan | - | 12 | $1,089,816 | $41,587 | $3,466iApproximate average salary by contribution assumption: employee only about $86,640 at 4% or $57,760 at 6%; with 50% employer match about $57,760 at 4% or $38,506 at 6%; with 100% employer match about $43,320 at 4% or $28,880 at 6%. |
| 2017 | 1 | 6 | $1,216,516 | $53,085 | $8,848iApproximate average salary by contribution assumption: employee only about $221,188 at 4% or $147,458 at 6%; with 50% employer match about $147,458 at 4% or $98,306 at 6%; with 100% employer match about $110,594 at 4% or $73,729 at 6%. |
| Carter & Carter Enterprises Inc. 401(K) Plan | - | 6 | $1,216,516 | $53,085 | $8,848iApproximate average salary by contribution assumption: employee only about $221,188 at 4% or $147,458 at 6%; with 50% employer match about $147,458 at 4% or $98,306 at 6%; with 100% employer match about $110,594 at 4% or $73,729 at 6%. |